Patton Mark Allen (Indianapolis)

Name: Patton Mark Allen
Address: 2910 Market Tower, Indianapolis, IN, 46204
Telephone: 317-630-3232

Patton Mark Allen is a large advisory firm based in Indianapolis. It manages $25.66 million of regulatory assets for 195 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Indiana.

Patton Mark Allen provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Patton Mark Allen: assets under management

The assets under management (AUM) of Patton Mark Allen is $25.66 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.66 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $131.57 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Patton Mark Allen for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Patton Mark Allen

Mark Patton has been acting as President since 1 Jan 1993. Mark A. Patton joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Patton	President	1 Jan 1993	75% - 100%	2492919
Mark A. Patton	President	1 Jan 1993	75% - 100%	2492919

Based in Indianapolis

The principal office where Patton Mark Allen performs its advisory services is located at 2910 Market Tower, Indianapolis, IN 46204, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 317-630-3232 or by fax 317-630-3230. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.epatton.com.